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Fulcrum Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Fulcrum Wealth Advisors’s Portfolio JAAA Stock Details JAAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
27,451
-571
-2% -$28.9K 1.06% 25
2026
Q1 		$1.41M Sell
28,022
-236
-0.8% -$11.9K 1.17% 24
2025
Q4 		$1.43M Buy
+28,258
New +$1.43M 1.18% 24

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fulcrum Wealth Advisors's JAAA Position: Q2 2026 in Review

Fulcrum Wealth Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 2% in Q2 2026, selling an estimated $28.9K and leaving 27,451 shares worth $1.39M. The position accounts for 1.06% of the portfolio, ranked #25.

Fulcrum Wealth Advisors first reported a position in JAAA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 901 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Fulcrum Wealth Advisors held 27,451 shares of Janus Henderson AAA CLO ETF worth $1.39M as of Q2 2026.
  • Fulcrum Wealth Advisors sold 571 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $28.9K.
  • Janus Henderson AAA CLO ETF made up 1.06% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Fulcrum Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $1.43M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.